Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,937 | $159,934+9.4% | $147,005+19.0% | $145,959+19.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.40% | 98.24%-87.8pp | 418.76%-408.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $8,803 | $5,287+66.5% | $4,934+78.4% | $4,661+88.9% |
| Participant deferral / active EE | $8,070 | $8,427-4.2% | $8,0700% | $6,689+20.7% |
| Admin fee / account holder | $709 | $15,053-95.3% | $13,006-94.6% | $13,398-94.7% |